Latest Institutional Transactions on Ishares Russell Mid Cap Growth (IWP)
This table provides information on the latest institutional transactions involving Ishares Russell Mid Cap Growth (IWP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.43K+ 4.54% |
$166K - $198K
|
32.9K
$4.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 8.03% |
$7.68K - $9.14K
|
888
$113K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46K+ 1.24% |
$169K - $202K
|
119K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-104- 0.31% |
$12.1K - $14.4K
|
33.8K
$4.29M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-216K- 98.03% |
$25.2M - $30M
|
4.36K
$553K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
295+ 5.45% |
$34.3K - $40.9K
|
5.71K
$725K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.47K- 25.53% |
$753K - $896K
|
18.9K
$2.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 0.33% |
$2.44K - $2.91K
|
6.28K
$797K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71K- 8.22% |
$7.38M - $8.35M
|
793K
$101M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.1K- 14.54% |
$1.46M - $1.65M
|
82.7K
$10.5M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
437+ 3.72% |
$45.4K - $51.4K
|
12.2K
$1.55M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.1% |
$104 - $118
|
1.05K
$133K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.92K- 6.16% |
$304K - $344K
|
44.5K
$5.65M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
78.5KNew |
$8.15M - $9.23M
|
78.5K
$9.96M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.09KNew |
$218K - $246K
|
2.09K
$266K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
791+ 9.22% |
$82.2K - $93K
|
9.37K
$1.19M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.31K+ 15.54% |
$863K - $977K
|
61.8K
$7.84M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 136.36% |
$7.79K - $8.82K
|
130
$16.5K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
844+ 7.52% |
$87.7K - $99.2K
|
12.1K
$1.53M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 0.62% |
$1.77K - $2K
|
2.75K
$350K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
70+ 8.03% |
$7.27K - $8.23K
|
942
$120K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 4.51% |
$209K - $237K
|
42.7K
$5.42M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.03K- 2.57% |
$938K - $1.06M
|
342K
$43.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 1.18% |
$188K - $212K
|
154K
$19.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.43K+ 125.47% |
$564K - $638K
|
9.75K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 0.19% |
$2.49K - $2.82K
|
12.7K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-272K- 99.66% |
$28.2M - $32M
|
920
$117K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-333- 15.11% |
$34.6K - $39.2K
|
1.87K
$238K
|
|
|
Nov 15, 2024
Q3 2024
|
American Family Investments, Inc.
Madison, WI |
SELL
|
- |
-126K- 18.88% |
$13.1M - $14.8M
|
541K
$68.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24K+ 3.58% |
$960K - $1.09M
|
267K
$34M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-50- 0.78% |
$5.19K - $5.88K
|
6.33K
$804K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
124New |
$12.9K - $14.6K
|
124
$15.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-104- 0.29% |
$10.8K - $12.2K
|
35.9K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3KNew |
$311K - $353K
|
3K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-189K- 50.08% |
$19.7M - $22.3M
|
189K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93K+ 36.9% |
$408K - $462K
|
14.6K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $118
|
1.94K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 2.36% |
$107K - $121K
|
44.8K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.54K- 6.47% |
$575K - $651K
|
80.1K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
90+ 10.0% |
$9.35K - $10.6K
|
990
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1+ 0.99% |
$104 - $118
|
102
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.78% |
$152K - $172K
|
37.2K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.12K- 41.66% |
$220K - $250K
|
2.97K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-692- 10.05% |
$71.9K - $81.4K
|
6.19K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.29K- 55.89% |
$445K - $504K
|
3.39K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.4K+ 1.39% |
$3.26M - $3.69M
|
2.29M
$290M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.79K- 2.67% |
$498K - $564K
|
175K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.33K- 6.45% |
$865K - $980K
|
121K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 66.0% |
$2.61M - $2.96M
|
13K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.64K+ 127.68% |
$1M - $1.13M
|
17.2K
$2.18M
|
|